J H Lowson & Company Limited
Reference number: 582104
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
5A Thurnham Street, Lancaster, LA1 1XU, United Kingdom
In the full report: 3 background checks, 1 thing worth a closer look
- When jhlowson.com first appeared online, and whether it can receive email
- What kind of line 01524 69831 is
- Who else gives the postcode LA1 1XU
Other names (7)
If you were contacted under any of these names, it is this firm.
- Duncan Hall Financial Planning Services Trading name: A name it trades under now.
- J H Lowson & Company Chartered Financial Planners Trading name: A name it trades under now.
- Wealth Solutions Trading name: A name it trades under now.
- J H Lowson Consulting Former trading name: A name it used to trade under.
- Lowson & Company Chartered Financial Planners Former trading name: A name it used to trade under.
- Lowson & Company Investment Managers Former trading name: A name it used to trade under.
- Woodland Financial Solutions Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (7 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
- Managing investments
Limits on what they may do
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 08013456 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 30 March 2012 (14 years old)
- Registered office
- 16 Dalton Square, Lancaster, LA1 1PL, England
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
- Activities of insurance agents and brokers (SIC 66220)
- Fund management activities (SIC 66300)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Jon Handley Lowson | Director | Sep 1972 | 30 Mar 2012 | 2 other companies |
| Sheena Wendy Bateman | Director | Feb 1974 | 9 Jan 2024 | None |
Other companies run by these 2 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 2
- closed down
- 1
- still active
- 1
In the full report: all 2 companies, named
- What each company does, and whether it is still trading
- Which of these 2 directors sit on each board, and since when
- Any that went into liquidation or administration
- All 4 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£394k
+9.9% from £359k
Profit before tax
£214k
−4.6% from £224k
Net assets
£248k
+26% from £196k
Cash at bank
£263k
+56% from £168k
Turnover and profit
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- Both charts, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 08013456. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
J H Lowson & Company’s history from the FCA register and Companies House, newest first.
2016
6 April 2016
- Jon Handley Lowson took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2012
2 October 2012
- FCA imposed a requirement (May control but not hold client money)
- Became authorised by the FCA
FCA register
15 June 2012
- Regulated by the Financial Services Authority from this date
FCA register
30 March 2012
- Incorporated at Companies House
Companies House
In the full report: all 28 events
- All 28 events in its history (6 shown here)
- Every director appointment and resignation: 6
Firms like J H Lowson & Company
Other firms of the same type (investment or fund manager), nearest first.
In Lancaster
Elsewhere in the UK
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on J H Lowson & Company
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 2 other companies its directors have run, named
- 3 background checks on its contact details, 1 flagged
- 7 years of accounts, charted
- All 28 events in its history
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk